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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,406 | $58,587-80.5% | $83,322-86.3% | $64,173-82.2% |
| Participation rate | 17.9% | 72.0%-54.2pp | 77.8%-59.9pp | 69.6%-51.7pp |
| Annual return | 0.00% | 9.65%-9.7pp | 10.64%-10.6pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,270 | $4,654-51.2% | $5,565-59.2% | $3,470-34.6% |
| Admin fee / account holder | $19 | $9,279-99.8% | $7,540-99.8% | $4,887-99.6% |